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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
3476
Kozak & Associates
Colorado
$40.5K -$11.5K -23 -23%
MIM
3477
Marshall Investment Management
Colorado
$40.5K +$16.5K +33 +72%
RF
3478
Roxbury Financial
New Jersey
$40.4K +$19.9K +40 +103%
UFPG
3479
United Financial Planning Group
New York
$40.1K – – –
PP
3480
Pingora Partners
Wyoming
$38.5K – – –
SWP
3481
SIMA Wealth Partners
Virginia
$38.5K – – –
HHCP
3482
Hilton Head Capital Partners
South Carolina
$38K – – –
PWMA
3483
Pension & Wealth Management Advisors
Massachusetts
$37.8K +$34.9K +70 +2,333%
SIS
3484
Strategic Investment Solutions
Illinois
$37.5K -$125K -250 -77%
TWD
3485
True Wealth Design
Ohio
$37.5K -$22.4K -45 -38%
GG
3486
Gleason Group
Kentucky
$37.5K +$36.4K +73 New
HIA
3487
HFM Investment Advisors
New Jersey
$37K -$17.9K -36 -33%
FCT
3488
First Community Trust
Iowa
$37K – – –
SFS
3489
Sunrise Financial Services
Washington
$36.5K -$26.4K -53 -43%
PAP
3490
Persistent Asset Partners
Hong Kong
$36.5K +$35.4K +71 New
CBT
3491
CoreFirst Bank & Trust
Kansas
$36K – – –
RTC
3492
Riverview Trust Company
Washington
$34.4K – – –
APW
3493
Allied Private Wealth
Florida
$33.9K +$32.4K +65 New
DWS
3494
Dynamic Wealth Strategies
California
$33.9K – – –
BHWM
3495
Beaird Harris Wealth Management
Texas
$33.8K – – –
MS
3496
Monetary Solutions
Ohio
$33.4K – – –
RWM
3497
RMG Wealth Management
Wisconsin
$31.9K – – –
NWM
3498
Navigoe Wealth Management
California
$31K +$3.49K +7 +13%
CNBT
3499
Cornerstone National Bank & Trust
Illinois
$30.8K – – –
W
3500
WealthCollab
Washington
$30.8K -$22.4K -45 -43%
138 139
140
141 142